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SBI Securities’s Waterstone Financial WSBF Stock Holding History

SBI Securities’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.71K Hold
95
– – ﹤0.01% 2473
2025
Q4 		$1.57K Sell
95
-1
-1% -$16 ﹤0.01% 2484
2025
Q3 		$1.5K Hold
96
– – ﹤0.01% 2533
2025
Q2 		$1.33K Hold
96
– – ﹤0.01% 2552
2025
Q1 		$1.29K Hold
96
– – ﹤0.01% 2476
2024
Q4 		$1.29K Buy
+96
New +$1.41K ﹤0.01% 2494

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SBI Securities's WSBF Position: Q1 2026 in Review

SBI Securities held its Waterstone Financial (WSBF) position steady in Q1 2026 at 95 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

SBI Securities first reported a position in WSBF in Q4 2024 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold WSBF as of Q1 2026.

  • SBI Securities held 95 shares of Waterstone Financial worth $1.71K as of Q1 2026.
  • SBI Securities left its Waterstone Financial share count unchanged in Q1 2026.
  • Waterstone Financial made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #2473 holding.
  • SBI Securities first reported a position in Waterstone Financial in Q4 2024 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.